Independent GTM Advisory

Optimise your pipeline milestones with factual, inspectable criteria.

I help growing B2B companies audit their Sales Processes and CRM setups, with particular experience in Salesforce and HubSpot. I use the Sales Velocity Formula to identify which processes can be optimised to improve the quality of the sales pipeline while reducing the sales cycle, allowing companies to increase revenue without adding headcount.

The 3-Phase GTM Audit

A structured approach to uncovering bottlenecks, aligning systems, and executing a unified revenue strategy.

1

Discovery & Analysis

We map your current state. I interview commercial, technical, and operational stakeholders to understand your existing processes, data flows, and where the Sales Velocity Formula is breaking down.

  • Analyse existing CRM configuration
  • Audit current pipeline milestones
  • Identify data silos and manual workflows
2

Architecture & Strategy

Based on the discovery, I design a customised GTM architecture. This includes mapping out automated workflows, defining strict criteria for stage progression, and ensuring alignment between sales and marketing.

  • Design factual stage criteria (MEDDPICC)
  • Architect system integration points
  • Create target operating model
3

Execution & Enablement

Strategy means nothing without execution. I coordinate with your technical teams to implement the CRM changes, and then train the commercial teams on the new processes to ensure high adoption.

  • Oversee CRM configuration changes
  • Conduct team training and enablement
  • Establish ongoing governance metrics

Technical Alignment

While I am a commercial leader first, I understand database structures and modern SaaS architectures well enough to coordinate effectively with internal developers, SI partners, and C-suite stakeholders.

Salesforce (Certified) HubSpot (Certified) SQL & Tableau Data Cloud MEDDPICC

Impact Metric

Sales Velocity (SV)

Number of Opportunities Optimised
Average Deal Value Protected
Win Rate Increased
Sales Cycle Length Reduced